DYLG vs SCHD
Global X Dow 30 Covered Call & Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | DYLG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $6M | $108.7B | |
| Dividend Yield | 9.26% | 3.13% | |
| Holdings | 34 | 104 | |
| YTD Return | +10.24% | +28.70% | |
| 1Y Return | +19.50% | +32.27% | |
| 3Y Return (annualized) | +14.85% | +17.27% | |
| 5Y Return (annualized) | - | +10.23% | |
| Volatility (annualized) | 9.3% | 13.7% | |
| Max Drawdown | -14.2% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jul 25, 2023 | Oct 20, 2011 |
DYLG vs SCHD Performance
Global X Dow 30 Covered Call & Growth ETF (DYLG) is a ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DYLG returned +19.50% while SCHD returned +32.27%. Year to date, DYLG is up 10.24% versus a gain of 28.70% for SCHD.
Over three years, DYLG compounded at +14.85% per year against +17.27% for SCHD. Across the full 3-year window we track, DYLG has the edge at +13.53% annualized vs +11.63%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 9.3% for DYLG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -14.2% for DYLG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DYLG charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, DYLG currently yields 9.26% against 3.13% for SCHD.
Holdings Overlap
DYLG and SCHD share 4 holdings out of 119 unique holdings combined, representing a 15.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DYLG or SCHD?
DYLG has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, DYLG or SCHD?
Over the past year DYLG returned +19.50% vs +32.27% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), DYLG annualized +13.53% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, DYLG or SCHD?
SCHD has been the more volatile fund at 13.7% annualized versus 9.3% for DYLG. Worst drawdown: DYLG -14.2% vs SCHD -33.4%.
Should I hold both DYLG and SCHD?
DYLG and SCHD have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DYLG and SCHD?
DYLG and SCHD share 4 common holdings with a 15.6% weight overlap. Combined, they hold 119 unique securities.
Which pays a higher dividend, DYLG or SCHD?
DYLG yields 9.26% while SCHD yields 3.13%, so DYLG currently pays the higher dividend yield.
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